Purchases and Sales Made in Q2 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
1.9K
New
$768K - $842K
1.9K $1.14M
Jul 28, 2023 Q2 2023
Kbc Group Nv

BUY
 -
1.89K
New
$764K - $837K
1.89K $1.14M
Jul 25, 2023 Q2 2023
Independent Family Office, LLC

BUY
 -
1.89K
+ 4.26%
$763K - $836K
46.2K $27.8M
Aug 14, 2023 Q2 2023
Caerus Investment Advisors, LLC

BUY
 -
1.89K
+ 12.97%
$763K - $836K
16.4K $9.88M
Jul 07, 2023 Q2 2023
Radnor Capital Management, LLC

BUY
 -
1.87K
New
$757K - $830K
1.87K $1.13M
Aug 11, 2023 Q2 2023
Sig North Trading, Ulc

Bala Cynwyd, PA
BUY
 -
1.87K
+ 1.61%
$756K - $829K
118K $70.8M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
1.87K
+ 0.43%
$755K - $828K
437K $263M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.86K
+ 3.77%
$752K - $824K
51.1K $30.7M
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
1.86K
+ 54.25%
$751K - $824K
5.28K $3.18M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
1.86K
+ 23.79%
$750K - $823K
9.66K $5.81M
Jul 13, 2023 Q2 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
1.84K
+ 3.22%
$746K - $817K
59.1K $35.5M
Aug 07, 2023 Q2 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
1.84K
+ 2.58%
$742K - $813K
72.8K $43.8M
Aug 04, 2023 Q2 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
1.82K
New
$735K - $806K
1.82K $1.09M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.81K
+ 2.24%
$730K - $800K
82.3K $49.5M
Aug 14, 2023 Q2 2023
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
1.79K
+ 5.25%
$725K - $794K
36K $21.6M
Jul 28, 2023 Q2 2023
Alaska Permanent Capital Management

BUY
 -
1.78K
+ 0.33%
$719K - $788K
545K $328M
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.78K
+ 30.94%
$718K - $787K
7.52K $4.52M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.76K
+ 0.42%
$713K - $782K
419K $252M
Jul 19, 2023 Q2 2023
Snider Financial Group

Bellevue, WA
BUY
 -
1.76K
New
$711K - $780K
1.76K $1.06M
Jul 07, 2023 Q2 2023
Parkside Investments, LLC

BUY
 -
1.75K
+ 44.93%
$709K - $778K
5.66K $3.4M
Jul 14, 2023 Q2 2023
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
1.72K
+ 3.23%
$696K - $763K
55K $33.1M
Aug 10, 2023 Q2 2023
Letko, Brosseau & Associates Inc

Montreal, A8
BUY
 -
1.72K
New
$695K - $762K
1.72K $1.03M
Jul 19, 2023 Q2 2023
Elm Partners Management LLC

BUY
 -
1.71K
New
$689K - $756K
1.71K $1.03M
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
1.7K
+ 0.98%
$685K - $751K
174K $105M
Jul 20, 2023 Q2 2023
Inspirion Wealth Advisors, LLC

BUY
 -
1.67K
+ 31.91%
$675K - $740K
6.9K $4.15M
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
BUY
 -
1.65K
+ 10.4%
$669K - $733K
17.6K $10.6M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.65K
+ 0.91%
$666K - $730K
183K $110M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.63K
+ 501.23%
$659K - $722K
1.95K $1.18M
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
1.61K
+ 3.31%
$652K - $715K
50.3K $30.3M
Jul 18, 2023 Q2 2023
Home Federal Bank Of Tennessee

BUY
 -
1.6K
+ 31.64%
$649K - $711K
6.67K $4.01M
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
1.6K
+ 6.44%
$649K - $711K
26.5K $15.9M
Jul 13, 2023 Q2 2023
Aprio Wealth Management, LLC

BUY
 -
1.6K
+ 4.16%
$647K - $709K
40K $24.1M
Jul 26, 2023 Q2 2023
Bank Hapoalim Bm

BUY
 -
1.59K
+ 4.25%
$645K - $707K
39.1K $23.5M
Aug 11, 2023 Q2 2023
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
1.59K
New
$643K - $704K
1.59K $956K
Jul 10, 2023 Q2 2023
Outlook Wealth Advisors, LLC

BUY
 -
1.58K
+ 25.67%
$640K - $701K
7.75K $4.66M
Jul 21, 2023 Q2 2023
Graybill Bartz & Assoc LTD

BUY
 -
1.58K
New
$637K - $698K
1.58K $947K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
1.58K
+ 52.75%
$637K - $698K
4.56K $2.74M
Aug 14, 2023 Q2 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
1.56K
+ 3.04%
$632K - $693K
53K $31.9M
Jul 11, 2023 Q2 2023
Mtc Wealth Management LLC

BUY
 -
1.56K
+ 2.54%
$632K - $692K
63K $37.9M
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
1.56K
+ 19.48%
$630K - $691K
9.56K $5.75M
Aug 07, 2023 Q2 2023
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
1.56K
+ 240.96%
$630K - $691K
2.21K $1.33M
Jul 21, 2023 Q2 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
1.56K
+ 99.3%
$630K - $691K
3.13K $1.88M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
1.56K
+ 53.71%
$630K - $690K
4.46K $2.68M
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
1.55K
+ 4.78%
$628K - $688K
34K $20.4M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
1.53K
+ 77.68%
$619K - $679K
3.5K $2.11M
Aug 16, 2023 Q2 2023
Synergy Financial Group, LTD

BUY
 -
1.53K
New
$618K - $678K
1.53K $919K
Jul 27, 2023 Q2 2023
Rosenbaum Jay D.

Boston, MA
BUY
 -
1.52K
New
$616K - $676K
1.52K $916K
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.5K
+ 1.52%
$607K - $665K
100K $60.4M
Jul 28, 2023 Q2 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
1.5K
+ 6.51%
$605K - $663K
24.5K $14.7M

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